See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $158,463 | $180,449-12.2% | $154,107+2.8% | $135,375+17.1% |
| Participation rate | 90.0% | 87.4%+2.6pp | 83.0%+7.0pp | 82.6%+7.4pp |
| Annual return | -4.73% | 888.09%-892.8pp | 735.12%-739.9pp | 519.73%-524.5pp |
| Employer contribution / active EE | $4,860 | $6,035-19.5% | $5,298-8.3% | $4,779+1.7% |
| Participant deferral / active EE | $8,568 | $5,806+47.6% | $5,081+68.6% | $5,609+52.8% |
| Admin fee / account holder | $12,679 | $16,143-21.5% | $13,411-5.5% | $10,827+17.1% |